Is Your Firm Future-Ready?

August 14 - 15, 2018
The Ritz-Carlton, Laguna Niguel
1 Ritz-Carlton Drive
Dana Point, CA 92629

Registration for Dana Point has closed, however, we still welcome your attendance. If you plan to attend, please contact us at

The forces of change in the financial services industry are accelerating faster than ever. Today’s ever changing landscape requires firms to transform and evolve their strategies to create future-ready businesses.

Please join us at Inside Track on August 14-15 to exchange ideas with Fidelity and your peers that may help your firm be future-ready. We’re confident you’ll walk away with actionable take-aways that will help you and your organization thrive in today’s dynamic environment.

Agenda Highlights
  • Insights into the value of advice
  • Digital transformation
  • M&A and advisor movement trends
  • Portfolio construction
  • Bitcoin and blockchain
  • Personal security best practices
Who should attend?
  • Principals and Home Office Leaders
  • Operations and Technology Professionals
  • Financial Advisors
  • Practice Management and Marketing Professionals
  • Chief Investment Officers and Portfolio Managers
Some sessions qualify for CFP®, CIMA®, CIMC® and CPWA® continuing education credits.